Introduction
The preliminary design workflow of any turbomachine starts with the conceptual design, followed by the basic sizing of the blade (Csanady, 1964). The former fixes both the machine type – mostly related to the meridional topology (e.g., axial, mixed-flow, radial…) – and the diameter and speed of the rotor. The latter defines the rotor blade geometry, usually as envelope of two-dimensional profiles placed on a series of revolved surfaces approximating the real streamsurfaces that develops within the rotor (Lewis, 1996).
Conceptual design
It can be effectively pursued exploiting design charts that collect the maximum efficiency values achievable by each turbomachine type as a function of the dimensionless performance parameters desired at rated operation – e.g., Cordier diagrams for hydraulic machines (Cordier, 1953) and Smith charts for axial turbines (Smith, 1965) or axial compressors (Casey, 1987). The dimensionless parameters commonly used in the axial-flow fan conceptual design rely on appropriate combinations of nominal volume flow rate (qv), increase of mechanical energy per unit mass (ΔH), rotor diameter (D) and rotational speed (ω), which define either the flow and pressure coefficients pair at design (Φd and Ψd, respectively), or the specific speed and specific diameter pair (Ω and Δ). In particular, the former and the latter pairs are defined as reported in Equation 1 and relate to each other in accordance with Equation 2 (Csanady, 1964).
Obviously, the practical effectiveness of design charts built from statistical analysis of real machines data – as for the original Cordier diagrams (Cordier, 1953) or the analogous ones suggested by (Eck, 1973) – depends on the degree of design improvement achieved by the turbomachine type after the date such charts were built. In fact, the advancements in axial-flow fan technology during the last four decades were not marginal, as demonstrated in (Masi et al., 2022a) by comparing the dimensionless charts of fan performance and efficiency updated to year 2020 catalogues data to the corresponding year 1980 charts collected in (ESDU, 1980). However, regardless of the charts update issue, the major weakness of conceptual designs based on such charts relies on the ever-missing information on the rotor blade loading distribution, which is crucial for the subsequent sizing of the blade. In fact, with a fixed velocity distribution upstream of the rotor and fixed work done by the blade, different blade loading distributions result in different spanwise distributions of the velocity diagrams, that translate to different losses and, accordingly, different fan efficiencies. Thus, the main practical consequence of an arbitrary selection of the blade loading distribution is that the basic sizing of the blade many times fails to meet the conceptual design expectations.
Basic sizing of the blade
Considering the issues related with design charts built from catalogue data, designers can find support for the basic sizing of the blade in additional resources. The timeless semi-empirical Baljé charts (Baljé, 1981), made available more than forty years ago for most turbomachines (sadly not for low-speed tube-axial fans), are a first example of such resources. The CFD-based Smith-like charts, recently proposed by (Smyth and Miller, 2021) for compressor rotors, are another example. In fact, charts from both examples are based on the “a priori” assumption of a specific blade loading distribution, which eliminates the need for arbitrary assumption but, at the same time, does not assure that the applied blade loading concept leads to the most efficient blade design. Being well-aware of this limitation, Baljé compared two optimum efficiency charts of rotor-straightener blowers with shrouded rotors (Baljé, 1981) that he obtained assuming alternatively free-vortex (FV) and rigid-body (RB) blade designs and showed the remarkable sensitivity of maximum efficiency and corresponding aerodynamic performance to the blade loading distribution. Such sensitivity was implicitly confirmed also by (Lewis, 1996) when he underlined the noticeable departure from the Cordier line of several good design axial fans included in the ESDU report (ESDU, 1980). In fact, the effect of blade loading distribution on global fan performance is a long-time-investigated topic, which have not yet been definitely quantified. For example, (Kahane, 1948) designed three 0.69 hub-to-tip ratio (ν) fan rotors with Φd = 0.093, two of them with RB blade loading distribution, and one with constant-swirl (CS) at the rotor exit. The RB blade loading distribution outperformed the static pressure rise of the CS distribution by approximately 13%, but at the cost of an approximately 7% lower static efficiency. Another example, at the opposite extreme of ν values employed in low-speed axial-flow fan designs, is the 1.845 mm diameter propeller fan with ν = 0.14 and RB-like blade design, whose geometry and performance data are reported in (Wang and Kruyt, 2020). According to the data rearrangement presented in (Masi et al., 2022b), the fan achieves 75% ηaer in operation at Φd = 0.0728 and Ψd = 0.0124, with flow separation at the blade root. In (Wang and Kruyt, 2022), the same fan design was compared to different designs implementing other blade loading distributions. According to the CFD results, the FV blade load distribution emerged as best trade-off between performance and efficiency, if an increase up to 0.3 is allowed for ν. Unfortunately, this study lacks experimental assessments. Vice versa, experimental data were reported in (Masi et al., 2022b), where the same RB propeller fan design was taken as benchmark to verify the efficiency achievable by a roughly-CS rotor designed to operate at the same Φd, with no separation at the blade root. The experimental data measured at different values of the blade positioning angle for the CS prototype scaled to the 315 mm diameter size, demonstrated that the CS design, is capable of achieving ηaer in excess of 73% and Ψd ≈ 0.089, if its blades are appropriately positioned to match Φd at maximum efficiency operation. Considering the efficiency detriment expected by the 6-times smaller size of the CS prototype, it is expected that a full-scale version of this machine could equal (and likely exceed) the ηaer of the RB design at the cost of an approximately 30% lower Ψd, in qualitative agreement with (Kahane, 1948).
Recent findings on tube-axial fan preliminary design
The present availability of appropriate computational resources makes artificial intelligence (AI) a feasible alternative to obtain design charts. In fact, approximately 40 years after Baljé, (Bamberger and Carolus, 2020) presented Baljé-like charts they referred to as “practical fan efficiency limits charts”, obtained using a RANS-CFD-based optimisation method coupled with parametrised fan geometries. Unfortunately, such charts still do not disclose any information on the blade design, except for the statement “…in order to minimize the exit losses…” of fans with outlet guide vanes “…the load distribution is isoenergetic…”, which is reminiscent of a previous work dealing with the aerodynamic analysis of three optimised tube-axial fans (Bamberger and Carolus, 2015). These fans fall on the Cordier line populated with designs defined by an artificial neural network (ANN)-based optimisation technique trained by approximately 13,000 steady-state CFD-RANS simulations (Bamberger and Carolus, 2014) and, according to those authors, demonstrate that FV blade loading roughly resembles the actual blade loading of any optimum efficiency tube-axial fan design falling on the Cordier line. This outcome is compatible with the previously reported findings of (Wang and Kruyt, 2022) and (Masi et al., 2022b), according to which the most efficient blade loading distribution for very-low-ν fans could be the FV one, followed by CS and RB, in that order. A more useful application of AI to fan preliminary design is documented in (Angelini et al., 2019), where new “multidimensional Balje charts” were suggested. These design charts, derived from more than 7,000 axi-symmetric RANS simulations, were driven by optimisation techniques not much different than those used in (Bamberger and Carolus, 2014, 2020), but were tailored to a more design-oriented result. In fact, the suggested charts enlarge the set of dimensionless design parameters included in the original Baljé charts by addition of other contour lines for combined pairs of blade design parameters (e.g., ν and blade solidity, aspect ratio and twist). Unfortunately, this promising attempt to update tube-axial fan preliminary design charts was not developed further to become a practical design tool and, at present, it does not allow the designer the direct extraction of the best blade loading concept.
General fan research gap
To sum up, this brief literature overview on fan preliminary design leads to conclude that: (i) there is still a lack of solid confirmation on the existence of an optimal blade loading distribution valid for all tube-axial fan rotors, regardless of the application; (ii) there are no explicit identifications of the Ω range each blade loading distribution is better suited to; (iii) there are no definite indications of the quantitative advantages and limitations of different blade loading distributions for fan rotors with ν close to the maximum values generally found suitable for industrial tube-axial fans.
Authors’ fan research gap
The design method for tube-axial fans with CS blade loading distribution, formalised by the authors a few years ago (Masi and Lazzaretto, 2019a,b) – hereafter referred to as ML method – did not yet demonstrate its reliability for designs with ν > 0.4. Moreover, the method still lacks a criterion to account for the blade tip gap effect on the radial migration of the meridional flow within the rotor vanes, and a “not-subjective way” for assigning the local incidence value to the aerofoil sections chosen as skeleton of the blade during the design process.
Aims of the work
To contribute towards filling the authors’ fan research gap previously reported and, mostly, to contribute to item (iii) of the general fan research gap with a quantitative comparison of the effect of different blade loading distributions on a low-Ω tube-axial fan design with ν = 0.5.
Structure of the paper
The first Section is subdivided in three Sub-sections each one focusing on the details of the blade aerodynamic design of one of the three fans designed for this work. In fact, the three fans were designed for the same aerodynamic requirements – voluntary fixed to permit achieving good efficiency designs with ν = 0.5 – and differ from each other only in the blade loading distribution. The second Section presents the CFD model and the experimental setup used to assess the fan designs. The CFD validation of the three designs is the subject of the third Section, whereas the fourth Section deals with the results. In particular, the latter provides the comparison of the global aerodynamic performance predicted by CFD for the three designs and the experimental data measured for the CS design manufactured by rapid prototyping, and a discussion of the obtained results. Finally, the Conclusions summarise the major findings of the work.
Novelty and originality
To the best of the authors’ knowledge, this is the first contribution in the low-speed axial-fan literature that presents a comprehensive comparison of the aerodynamic performance obtained by three tube-axial fans with ν = 0.5 differing from each other only in the blade loading distribution. Also, the ML method is used for the first time to design a tube-axial fan with ν = 0.5. Moreover, the version of the method used here evolves the original formulation in the assignment of the local incidence of the aerofoil sections and embeds an original empirical criterion to account for the tip gap effect on the obliquity of the meridional flow.
Methodology
Three tube-axial fans sharing the same rotor size and speed were designed to fulfil the same duty requirements with alternatively the FV, RB, or CS blade loading distributions. Furthermore, to reduce as much as possible the influence on the global aerodynamic performance due to design differences not strictly associated with blade loading, the designs share also:
The same ν value – to obtain the same velocity diagrams upstream of the rotor blading and virtually the same average relative velocity of the bulk-flow in the blade passage – set equal to 0.5 as representative of the maximum value commonly used in tube-axial industrial fans.
The same (Φd, Ψd) pair, equal to (0.075, 0.025) – specifically chosen to obtain fan designs with the same Ω ≳ 4 – appropriate to achieving the maximum ηaer practically expected from state-of-the-art tube-axial fans with ν = 0.5 (Masi et al., 2022a).
Much the same wall surface area – to equalise the wall friction effects – owing to the selection of the same blade counts (z = 12) and aspect ratio (AR ≈ 1.7).
The same aerofoil sections family – to obtain blade designs starting from the same aerodynamic performance potential – namely, the F-Series (Wallis, 1993) aerofoil with the same dimensionless thickness (th/l = 10%) and nose droop (d/l = 3%), when not specified differently.
The same aerofoil section operating conditions at the fan design duty – to obtain ideally the same stall margin – set at the maximum value of CL/CD.
In the absence of inlet guide vanes upstream of the rotor, all classical design methods, as for example (Carolus and Starzmann, 2011), generally assume that the absolute velocity distribution at the rotor entrance is purely axial and spanwise constant, and that the flow is in radial equilibrium just upstream and downstream of the rotor blades. This permits the univocal definition of the velocity triangles compliant with the chosen blade loading distribution. To make easier the comprehension of symbols and notations used hereinafter, Figure 1 shows a sketch of a tube-axial fan meridional view including the notation used for the main geometrical parameters and an example of the local inlet and exit velocity triangles. These are reported in dimensional form (on the left) and in the dimensionless counterpart (on the right).
Figure 1.
Sketch of a tube-axial fan meridional view with the main geometrical parameters and the local velocity triangles in dimensional (left) and dimensionless (right) form.

Note that the local tangential, axial, and radial (if present) absolute velocity components (cu, ca, and cr in that order) find their dimensionless equivalents in the swirl coefficient (εS), axial velocity ratio (εA) and radial velocity ratio (εR) defined after (Wallis, 1993), as:
where
The next three Sub-sections present the basic sizing process of the FV, RB, and CS rotors blade, in that order, focusing on the major differences existing between the three processes. In fact, all the three design processes follow the three general steps that are described in detail in Appendix A and that are listed as follows:
Definition of the velocity diagrams that fulfil the fan aerodynamic performance requirements.
Specification the aerofoil sections that makes possible the work exchange associated with the velocity diagrams.
Quantification of the blade stagger.
In particular, the FV and RB blades were obtained by application of the “Kahane-Wallis” method (KW hereafter), as formalised in (Downie et al., 1993), whereas the CS blade was obtained by application of a slightly modified version of the ML method formalised in (Masi and Lazzaretto, 2019a,b). The latter evolves the KW method in order to better account for the radial flow migration in the specific case of a CS blade loading design that keeps the same aerofoil section and l all along the blade span.
Free-vortex design
Since both the work exchange and the axial velocity component assume spanwise constant values in FV designs, that means εS(x) ∝ x−1, the first of the three design steps reported in Appendix A reduces to the assumption of εS(x) = 0.608/x (being εA(x) = 1) and 65% as guess value for ηaer at design operation, based on the total-to-static efficiency (ηTS) expected by (Bamberger and Carolus, 2015). These assumptions lead to the preliminary estimate of the expected pressure coefficient (Ψext) obtained by the Euler work equation being rearranged as reported in Equation 4.
To perform the second design step, Equation A2 was applied, neglecting all the drag coefficients and also neglecting, at first, the mutual interference between adjacent blades. This allowed for the determination of the spanwise distribution of the loading factor (σCL). At the blade root, the latter resulted in a value equal to 1.44. High σCL values at the blade root – where σ reaches values possibly well in excess of unity - should be fulfilled with relatively high CL values to limit the penalisation introduced by the mutual interference between adjacent aerofoils. According to (Downie et al., 1993), for F-series aerofoil sections, it is not recommended to exceed a value of 1.3 for CL, which is attainable with a camber (θ) slightly lower than 40° and attack angle (α) equal to 2° (after inclusion of the nose droop). The spanwise distribution of CL was fixed to decrease from 1.3 up to 0.7 moving from the blade root to tip, considering that the FV blade design strongly reduces the aerodynamic load demand of aerofoil sections towards the blade tip. The spanwise distribution of α corresponding to such a CL distribution permitted a preliminary estimate of ξ via Equation A3. The latter is necessary to estimate Ki, from the chart included in (Wallis, 1993), and obtain a σ distribution very close to the final one, using the following simplified and rearranged form of Equation A2.
The final spanwise distribution of ξ, that is the outcome of the third design step, was obtained after a few iterations of Equations A3 and 5, necessary to converge to the final σ and Ki values.
Finally, according to the fixed blade counts (12), the chord length distribution l(x) continuously decreases from 76.8 mm to 30.4 mm (moving from the root to tip), if the fan is manufactured with D = 315 mm. A view of this FV design fan is shown in the left frame of Figure 2.
Rigid-body design
The non-uniform spanwise distribution of the work exchange imposed by the RB vortex distribution (εS(x) ∝ x) leads to the major implication that the higher the Ψd requirement is, the higher the minimum ν that allows operation without flow separation at the hub is. In fact, very few trials were necessary to state the impossibility to fulfil the present Ψd requirement without flow separation at the hub when ν = 0.5. It was therefore decided to increase the value of ν to 0.6 for the aerodynamic calculations, hereafter referred to as the “aerodynamic” hub-to-tip (νaero). This means assuming that the separation and flow reversal occurring at the “solid” ν is confined within a region that extends up to νaero, where a slip surface develops and behaves as a frictionless hub, at the cost of recirculation losses that penalise ηaer. The latter is therefore assumed equal to 50%. The additional assumptions of ηloc(x) = 0.85, as suggested in (Downie et al., 1993), and εS(x) = 0.875x permit the completion of the first design step, and specifically to:
Determine εA(x) from the radial equilibrium condition stated by Equation 6.
where x0 = 0.803 is the dimensionless radius at which εA reaches the unit value (obtained by fulfilling the flow continuity constraint across the fluid volume swept by the fan rotor).
Estimate Ψext from the mass flow weighted integration of the local work exchange, as reported in Equation 7.
The omission of Ki from Equation 8 is justified by the fact that in a RB blade design σCL assumes its minimum value at the blade root (usually rather low, e.g., 0.572 in the present case) and increases roughly as a linear function of x moving towards the tip. Thus, it is sufficient to assume a CL trend that starts from a moderate value at the blade root and increases moving towards the blade tip to avoid any lift penalisation due to mutual interference between adjacent aerofoils. In particular, a linear increase from 0.6 to 1 has been chosen. According to the rationalised charts presented in (Hay et al., 1978) for the C4 aerofoils (identical to the F-series aerofoil sections when d/l = 0), the blade section at root achieves CL = 0.6 with θ = 15.1° and α = 2.6°, whereas the blade section at tip achieves CL = 1 with θ = 25.2° and α = 4.3°.
As for the FV design case, ξ(x) was obtained using Equation A3.
The blade portion between νaero and ν was derived by smooth inward extrapolation of the geometry at νaero, imposing a continuous trend of all the major geometrical parameters of the blade. Thus, the σ(x) distribution leads to 12 roughly rectangular blades with 45.1 mm ≤ l ≤ 47.5 mm, if the fan is manufactured with D = 315 mm.
A view of this RB design fan is shown in the middle frame of Figure 2.
Constant-swirl design
The CS design (εS(x) = const.) imposes a spanwise distribution of the work exchange more uniform than that imposed by the RB design and, differently from the latter, demonstrated to fulfil the aerodynamic requirements in operation without flow separation at the blade root. The first of the three design steps was performed using the Φd = 0.075 preliminary design chart reported in (Masi and Lazzaretto, 2021) that suggests a value for εS equal to 0.75 as appropriate to obtain approximately 65% ηaer from a tube-axial fan design with ν = 0.5 and without tail cone downstream of the hub. As per the RB design case, the assumption of ηloc(x) = 0.85 permits determining εA(x) and estimating Ψext using the following Equations 9 and 10 that differ from their RB counterpart only because of the different εS distribution.
In this case, the continuity constraint leads to x0 = 0.764 in Equation 9. As explained in (Masi and Lazzaretto, 2019a,b), the spanwise uniform value assumed for ηloc is justified by the fact that the ML design approach applied here exploits the same blade section at (approximately) the same local incidence angle (ι) all along the blade span.
Based on the AR value – needed to estimate CDew in accordance with (Downie et al. 1993) – Equation A3 indicated that the rotor blading must assure σCL values that decrease from 0.777 at the blade root, to 0.336 at the blade tip. Note that Ki ≡ 1, because the neglecting the mutual interference between adjacent aerofoils is one of the ML method simplifying assumptions. The F-series aerofoil with θ = 17.2° made it possible to achieve CL = 0.7 all along the blade span at optimum lift to drag ratio. This permitted ending the second step of the blade design process with the specification of σ(x) that ranges from 1.11 to 0.55, moving from the blade root to tip.
The third design step was more complex than for the FV and RB designs. In fact, the ML design method requires that:
The blade sections considered in the design process are stacked along a radial line, that is the locus of the sections’ centroid, which is located at approximately 0.45 l;
The aerofoil chosen for each blade section is wrapped on a conical surface having vertex on the rotor axis and half angle that approximates the average obliquity (Γ) of the meridional flow crossing the blade channel.
(11)
The availability of a value for Γ allows for the calculation of ξ(x) by means of Equation 12, where the dependence on x of all quantities has been omitted, and β1 is the relative flow angle at the radius in which the specific streamsurface leaves the cylindrical shape to enter the conical cascade of aerofoils having centroid at x.
Note that, this is the first occurrence in which the ML method was applied using a very slightly non uniform distribution of ι(x), as obtained from the diagram presented in (Wallis, 1968), instead of assuming a constant value derived from the practical experience of the authors in the application of F-series aerofoil to fan blades design.
Thus, the assumption of a value of 1.7% for the tc/B and the εA(x) distribution defined by Equation 9 made it possible to calculate by means of Equation 11 a Γ value approximately equal to 22°. The latter allowed determining a spanwise distribution of ξ that varies from 55.6° to 67.8° moving from the blade root to tip, associated with a very slight variation of ι from −0.7° to 0.65°. The rather high tc/B value considered in the design process is the result of the practical constraints arising when a 315 mm diameter prototype of a real industrial fan must be manufactured (this issue is considered later on in the Results and Discussion Section).
Finally, for the ease of CAD modelling it is recommended to define the blade geometry as envelope of aerofoils wrapped on cylindrical surfaces. Accordingly, ξ of aerofoil with centroid at x on each conical surface was converted to its complementary counterpart, the position angle (ϕP), on the cylindrical surface with x radius, as calculated using Equation 13.
The 12 rectangular blades of the rotor feature l = 45.8 mm, if the fan is manufactured with D = 315 mm.
A perspective view of this CS design fan is shown in the right frame of Figure 2.
Numerical and experimental tools
This Section briefly overviews in its first Sub-section the CFD model used to validate the designs previously described and to obtain their aerodynamic performance curves, and in the second Sub-section the experimental setup used to assess the aerodynamic global performance of the CS design.
CFD model
The CFD model used to support the aerodynamic design process was implemented and solved with Star CCM + CFD software. The model relies on the incompressible flow assumption and relative-reference-frame steady-state single-channel computations performed on structured-grid blocks with H-O-H topology and conformal interface, as suggested by the common practice to study most axial-flow turbomachine rotors. All RANS simulations implemented the two-layer non-linear k-ε realizable turbulence closure with the “all y+ wall treatment”. The latter is a blended wall law whose application well approximates both the low y+ wall treatment – when the near-wall cell is in the buffer layer (5 < y+ < 30) and the near-wall mesh is fine enough – and the standard logarithmic profile – when the near-wall cell is in the inertial sub-layer (30 < y+ < 150) and the near-wall mesh is coarse. Experience from previous studies (Danieli et al., 2020) and the grid sensitivity study reported in Appendix B, lead to a final grid counting approximately 180,000 cells, 85% of which included in the O-grid used to discretise the blade passage region. Figure 3 shows some views of the surface grid of the CS fan (whose grid is much the same as the FV and RB fans grid).
Figure 3.
Surface grid of the computational domain: meridional view (left); perspective view (middle); detail of the blade surface grid and a meridional section of the volume mesh in the tip gap region (upper right); detail of the blade leading edge surface grid close to the hub (lower right).

The brown-coloured section visible in the top-right frame of Figure 3 shows that blade tip gap includes 10 cell layers (with tc = 0.4%B when not differently specified). The near-wall grid refinement permits achieving y+ values below 10, 2, and 25 in most part of the blade, casing, and hub surfaces, respectively. The purple-coloured surface grid visible in the left-side frame of Figure 3 indicates the bell-mouth entrance surface in which the stagnation inlet has been imposed as boundary condition. The static pressure condition with radial equilibrium and target mass flow rate constraints was applied at the domain exit, whose surface grid is orange-coloured in the middle frame of Figure 3. The two yellow-coloured surfaces visible in the left and middle frames of Figure 3 indicate the conformal surface grids where the periodic boundary condition was imposed. Finally, the grey-coloured surfaces visible in all Figure 3 frames indicate solid walls, treated as no-slip surfaces with fixed rotational speed relative to the rotating reference frame used for the computation. In particular, the casing wall and the hub prolongation downstream of the rotor exit feature rotational speed opposite to the rotor speed (2,750 rpm) in the relative reference frame while all the other surfaces feature zero rotational speed relative to the computation reference frame.
Experimental setup
The experimental campaign was performed in the Thermal and Aeraulic Machines Laboratory of the Department of Industrial Engineering at the University of Padova, where an ISO5801 type-A test rig is available. The test rig (see the left frame of Figure 4) and related instrumentation were continuously improved during the years as well documented in several publication. Present measurements exploited exactly the same apparatus already employed in (Masi et al., 2022b), where it was stated that the measurements accuracy at best efficiency operation is not worse than 1.3%, 1%, and 2% for qv, Δp, and ηaer data, in that order. The detailed description of the rig and instrumentation is available in (Masi et al., 2022b) and therein-referenced earlier publications by the same authors.
Figure 4.
Experimental setup: ISO 5801 type A test rig available in the lab at the University of Padova (left); detail of the CS fan blade mounting (middle); complete rotor and CS fan (right).

Aerodynamic global performance data were collected for the CS fan design, the rotor of which was manufactured in ABS by a rapid prototyping 3D printer in the size appropriate for the mounting on a 315 mm inner diameter casing taken from a commercial industrial fan. The two middle frames of Figure 4 refer to the details of the rotor mounting (where the strategy adopted for the blade assembling clearly emerges), whereas the two right frames show the complete CS rotor and the CS fan mounted on the rig, respectively.
Numerical validation of the fan designs
The CFD model described in the previous section was preliminarily used to validate the effectiveness of the adopted design methods in achieving the prescribed blade loading distribution. To this end, a simulation of the operation at Φd = 0.075 has been performed for each fan design in order to extract from the results the velocity distributions downstream of the rotor and compare them with the corresponding distributions expected by design.
Markers in Figure 5 show the εS (green), εA (red), and εR (blue) distributions predicted by CFD for each fan design at each computational cell intersected by a reference plane section perpendicular to the rotor axis, located 0.01D downstream of the blade root trailing edge. In particular, the top, middle, and bottom frames of the figure refer to the FV, RB, and CS designs in that order. Solid lines indicate the εS(x), εA(x), and εR(x), dimensionless velocity distributions expected by design, using the same colour convention as markers.
Figure 5.
Tangential (green), radial (blue), and axial (red) velocity ratios profiles at Φd = 0.075, as fixed by design (solid lines), and calculated by CFD (markers) 0.01D downstream of the blade root trailing edge for the FV (top), RB (middle), and CS (bottom) fan designs.

As a general observation, the average trends of marker clouds fairly approximate the design expectations, although the amplitude of markers scattering strongly depends on the fan design. Among the marker clouds of the three fans, those belonging to the FV design show the lower scattering and better agreement with distributions expected by design, followed by CS and RB designs in that order. The scattering trend is mainly affected by the space required to approach the radial equilibrium of the flow downstream of the rotor exit and by the distance of the reference plane from the average position of the blade trailing edge. The first is a minimum for the FV blade loading distribution and a maximum for the RB blade loading – due to the maximum uniformity of the specific work exchange and axial velocity component of the former, and the maximum radial velocity component locally arising from the latter. The second increases moving from RB to CS to FV – because of the different chord length at the blade root and different blade taper and twist associated with the three designs – and leaves the minimum and maximum space available to the RB and FV designs, respectively, for achieving radial equilibrium. Focusing on the agreement between average dimensionless velocity distributions predicted by CFD and expected by design, the differences among the three designs are mostly due to the different level of azimuthal flow uniformity achieved at the reference plane section. As already noted for the radial equilibrium condition, the limited scattering of CFD markers for the FV fan – if compared to the CS design and, even more, the RB design – is compatible with the azimuthal mixing of the blade wake and main throughflow which is almost completed only in the FV fan case. Especially for the RB design case, but also for the CS design, the scattering of each dimensionless velocity distribution show two accumulation curves, one resembling the trend expected by design, and one reproducing a very different trend. The latter has been enclosed by black point curves in the middle and bottom frames of Figure 5 to underline a low-axial-velocity flow with higher radial and tangential velocity components. This is compatible with the wakes released from the RB and CS blade trailing edges, not yet well mixed with the main flow. In the light of these arguments, it is concluded that all the fans approximate the blade loading distribution expected by design with comparable accuracy and to a level deemed as acceptable for the purpose of this work.
With regard to the RB design, the good agreement between CFD predictions and expected distribution of εA(x) in the portion of span in which εS(x) was imposed by design, demonstrates that the design assumption of considering the air flow below νaero as a solid extension of the real hub is effective.
Finally, the satisfactory agreement between εA(x) predicted by CFD and expected by design for the CS fan at 0.95 < x < 0.6 suggests that the criterion here proposed to estimate Γ, and included as an upgrade of the ML method, works fairly well for this specific design case and deserves further investigations to verify its degree of general validity.
Results and discussion
Figure 6 compares the aerodynamic global performance as predicted by CFD for the three fan designs. For the sake of appropriate comparison, all the designs were modelled with tc/B = 0.4%, although the CS blade shape resulted from the tc/B = 1.7 assumption. Such very low tc/B value was assumed to obtain indication on the maximum performance achievable by the three designs when manufactured for large size industrial applications (D ≥ 630 mm) in operation at Re ≈ 106. The characteristic curves are reported in dimensionless form relying on the performance parameters based either on pf data (on the left – best suited to ducted-fan installations) or pfs data (on the right – best suited to exhaust-fan installations).
Figure 6.
Aerodynamic global performance curves: Ψ (upper-left), ηaer (lower-left), ΨTS (upper-right), and ηTS (lower-right) vs Φ, as predicted by CFD for the FV (blue), RB (red), and CS (black) fans. Point lines intersection marks the design point and segment markers indicate ηaer expected by design.

First of all, none of the three designs permits a perfect matching between Φd and the duty point where the maximum ηaer is achieved. However, the maximum difference in efficiency between these two operating conditions for the three fan designs never exceeds 2.5 percentage points, demonstrating that the employed methods are quite effective in designing fans with ν = 0.5.
Second, Ψ requirement at design is fulfilled by all designs except for FV (see the left-side-frame in Figure 6). Nevertheless, considering the higher Ψ predicted at peak ηaer operation for the FV fan, it is possible that also such design succeeds in the fulfilment of Ψd at Φd with ηaer comparable with the CS design. In fact, 2° to 3° adjustment of the blade position angle could allow achieving the duty point without strongly penalising the peak efficiency value, as for the case considered in (Masi et al., 2022b). Exactly because of the same argument, it is not expected that any blade positioning change could allow the RB design to approach the CS efficiency, whereas it is very likely RB design could exceed the CS design in terms of Ψd. Much the same observations hold in qualitative terms for the exhaust-installation case (right-side frames in Figure 6).
To quantify the quality of the FV, RB, and CS designs, their global performance are compared with those achieved by tube-axial fan design examples presented in the literature as the best possible solutions for Ω ≈ 4. In particular, (Bamberger and Carolus, 2015) simulated by experimentally validated CFD two 300 mm diameter fans in operation at 3,000 rpm, with exactly the same tc/B value as the one assumed here. The first fan – the BEM1 design – features ν = 0.55 and free-vortex blade loading, and it was designed by applying the boundary element preliminary design method reported in (Carolus and Starzmann, 2011). Its design point, referred to as DP2, is at Φd roughly 10% lower than the FV fan Φd, and 10% higher than Φ at which the FV fan operates at maximum ηaer. The second fan – the OPT fan, which features ν = 0.4 – is the result of the artificial-intelligence-driven optimisation process (already referenced in the Introduction) of the BEM1 design aimed at achieving the best possible ηTS. A first outcome of this comparison is that the BEM1 and FV fans, both resulting from application of classical preliminary design methods, achieve much the same aerodynamic performance, being ΨTS and ηTS equal to 0.0236 and 55.1% for the BEM1 fan and equal to 0.0225 and 55% for the FV fan. Accordingly, it can be stated that the FV design presented here is a state-of-the-art preliminary design with FV blade loading distribution. A second outcome of the comparison is that the OPT fan and the CS design achieve at OPT/BEM1 Φd operation much the same ΨTS (0.0265 the former and 0.0267 the latter) with ηTS equal to 59% and 55.6%, respectively. This means that the use of ML preliminary design method for applications with Ω ≈ 4.3 allows obtaining fan designs that match ΨTS achieved by designs already optimised, with ηTS approximately 3.5% lower than the value claimed as best possible, but 0.5% higher than ηTS achievable by application of classical preliminary design methods implementing the FV blade loading distribution.
In order to obtain information on the aerodynamic performance really achievable by the CS design when manufactured by using production technologies appropriate for the smaller sizes of real industrial applications and to search for a further validation of the CFD results, the CS fan was initially redesigned for tc/B = 0.8. In fact, such dimensionless value corresponds to an absolute tc in the order of 0.6 mm if applied to a 315 mm diameter fan. In the authors’ experience, this should have been the minimum tc/B value compatible with: (i) the slight eccentricity of the rotor shaft (due to the practical difficulty at the industrial level to assure a perfectly centred mounting of the electric motor on the supporting strut); (ii) the not perfect circularity of the fan casing inner surface; (iii) the mechanical vibrations associated with the not ideal balancing of the system. In fact, the prototype started working fine at reduced rotational speed but, during the ramp up to the design speed, the increased amplitude of vibrations, occurring when passing for a critical speed of the mechanical assembly, led to the failure of some blades due to excess of rubbing with the casing wall. Thus, the CS fan was finally designed, manufactured, and experimentally tested at 2,750 rpm with a safe value of tc/B equal to 1.7%, as previously reported in the Constant-swirl design Sub-section. Figure 7 reports the experimental data measured for the CS fan and compares them with the CFD results obtained for the same design with smaller tc/B values (black markers), and for the FV design with tc/B = 0.4 (blue markers).
Figure 7.
Aerodynamic global performance curves: total pressure coefficient (upper left), aeraulic efficiency (lower left), total-to-static pressure coefficient (upper right), and total-to-static efficiency (lower right) vs flow rate coefficient for the CS fan (black) as measured with 1.7% tc/B and predicted by CFD with 0.4% (circle markers) and 0.8% (diamond markers) tc/B, and for the fan FV (blue) as predicted by CFD with 0.4% (circle markers). Point lines intersection marks the design point.

The decrease of both fan pressure and efficiency values as the tip gap increases is evident and compatible with the quantitative findings reported in (Downie et al., 1993). This is an indirect experimental validation of the CFD model numerically validated in Appendix B.
The experimental results underline the relatively high-pressure capability of the CS design, which is still able to match the FV design point operation even if manufactured with 4 times higher tc, although the corresponding efficiency decrease is very important. On the other hand, the CFD results indicate that when tc of the CS design is two times the tc of the FV design, the CS fan is still able to fulfil the original design requirement (not matched by the FV fan) with ΨTS higher than the FV fan and much the same ηaer and ηTS.
Conclusions
The preliminary design methods used to obtain three tube-axial fans with specific speed equal to approximately 4.3 and differing to each other for the sole blade loading distribution demonstrated that:
The ML method proposed some years ago by the authors to design fans with low hub-to-tip ratio and constant swirl blade loading, and later on satisfactorily applied in the hub-to-tip range from 0.2 to 0.4, is effective also for tube-axial fans with hub-to-tip equal to 0.5.
The use of the ML method to design fans implementing the constant-swirl blade loading is as effective as the use of the consolidated “Kahane-Wallis” method is to design fans implementing either the free-vortex or the rigid-body blade loading concepts.
Is effective for the design of 0.5 hub-to-tip ratio fans that achieve the maximum efficiency in proximity of the desired design point, notwithstanding the removal of the constant local aerofoil incidence assumption which was basis of the previous version of the method.
Improves its level of general reliability owing to the elimination of arbitrary assumptions derived from experience, that were required for the application of the former version of the method.
The CS and RB blades are both able to fulfil the aerodynamic requirements of a 4.3 specific speed design with hub-to-tip equal to 0.5, but the latter at cost of approximately 15% lower efficiency than the former. Such efficiency penalty suffered by the RB design is associated with the strong concentration of the work exchange this blade loading concept imposes in the outermost part of the blade, which makes unavoidable the onset of a large flow separation at the blade root. The present results suggest that RB designs can be more attractive than CS design for specific speeds either appreciably lower than 4.3 (where the hub-to-tip ratios are higher) or appreciably higher than 4.3 (where the pressure requirements are lower).
The CS and FV blades achieve much the same efficiency, but the latter at cost of approximately 15% lower fan pressure than the former. Such fan pressure penalty suffered by the FV design is associated with the excessive concentration of the aerodynamic load this blade loading concept imposes in the innermost part of the blade. This leaves largely under-exploited most of the blade span to avoid lift coefficients at the blade root unacceptably high for efficiency and stall margin. However, there are designs documented in the literature that are claimed to implement a roughly-FV blade loading distribution defined by optimisation techniques which permit exceeding the fan pressure and efficiency levels of the FV design presented here. This suggests that the optimal blade loading for specific speeds in the around of 4.3 could ideally lay in between the FV and CS blade loading concepts.
On the other hand, the CFD results integrated by the experimental data presented here, demonstrated that the CS design outperforms the FV design if the tip gap cannot be reduced down to less than 0.5% of the blade height – as for the case of small size tube-axial industrial fans – where a CS design with a reasonable dimensionless tip gap (0.8%) permits fan pressure 8% higher than a FV design with an hard-to-manufacture dimensionless gap (0.4%), at much the same efficiency level.
Although the findings of this work lack of general validity, being related to a specific design case, they were obtained owing to the definition of a general framework that allows to study all cases deemed as necessary to integrate the information already available from the literature and arrive to conclusions valid for the design of the whole tube-axial fans type.
Nomenclature
ANN
artificial neural network
AR = B/l
blade aspect ratio, based on l at midspan (−)
B
blade height, (m)
CD = CDp
aerofoil (profile) drag coefficient, (−)
CDs, CDew
secondary and end-wall loss coefficients, (−)
CL
aerofoil lift coefficient, (−)
D
fan diameter, (m)
CFD
computational-fluid-dynamics
CS
constant swirl blade loading distribution
FV
free vortex blade loading distribution
Ki
mutual interference factor – rectilinear 2D cascade to isolated aerofoil lift coefficients ratio, (−)
KW
Kahane-Wallis
ML
Masi-Lazzaretto
P
mechanical power at rotor shaft, (W)
RANS
Reynolds averaged Navier-Stokes
RB
rigid body blade loading distribution
mean axial velocity in the annulus, (m/s)
ca, cr, cu
local axial, radial, and tangential velocity components at rotor exit, (m/s)
d
nose droop – extra-camber addition at aerofoil leading edge, (m)
l
aerofoil chord, (m)
p
pressure, (Pa)
pf
fan pressure (ISO 5801), (Pa)
pfs
total-to-static pressure rise (ISO 5801), (Pa)
qv
fan volumetric flow rate, (m3/s)
r
radial coordinate, (m)
th
aerofoil maximum thickness, (m)
tc
tip clearance, (m)
x = r/rtip
dimensionless radial coordinate, (−)
x0
x coordinate of rotor exit plane points where the radial equilibrium condition fixes
z
rotor blade counts, (−)
Greeks
α
attack angle – angle between local mean relative velocity and aerofoil chord, (°)
β1
relative flow angle at rotor entrance– angle between local relative velocity and rotor axis, (°)
βm
mean relative flow angle – angle between local mean relative velocity and rotor axis, (°)
γ
meridional flow obliquity – angle between local meridional velocity and rotor axis, (°)
local axial velocity ratio at rotor blade exit, (−)
local radial velocity coefficient at rotor blade exit, (−)
local swirl coefficient at rotor blade exit, (−)
ηaer = qv pf /P
fan aeraulic efficiency (ISO 5801), (−)
ηloc
local blade aerodynamic efficiency, (−)
ηTS = qv pfs /P
fan total-to-static efficiency, (−)
θ
aerofoil camber – angle between meanline tangents at the aerofoil leading and trailing edges, (°)
ι
local incidence – angle between relative velocity and aerofoil camber line at the rotor entrance, (°)
ν
hub-to-tip ratio, (−)
νaero
“aerodynamic” hub-to-tip ratio (innermost dimensionless radius considered for blade design), (−)
ρ
air ass density, (kg/m3)
σ = lz/(2π r)
local blade solidity, (−)
ξ
stagger angle – local angle between aerofoil chord and rotor axis, (°)
ϕP
blade position angle – local angle between aerofoil chord and rotor plane, (°)
ω
angular velocity, (rad/s)
Γ
mean obliquity of the meridional flow within the blade passage, (°)
Δ = Ψd0.25/Φd0.5
specific diameter (−)
ΔH = Δp/ρ
increase of mechanical energy per unit mass (J/kg)
Φ = qv/(ωD3)
fan flow rate coefficient, (−)
Ψ = pf /ρ/(ωD)2
fan total pressure coefficient, (−)
ΨTS = pfs/ρ/(ωD)2
fan total-to-static pressure coefficient, (−)
Ω = Φd0.5/Ψd0.75
specific speed (−)